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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,315 | $84,482-78.3% | $125,363-85.4% | $66,930-72.6% |
| Participation rate | 48.7% | 76.4%-27.7pp | 82.4%-33.6pp | 69.8%-21.1pp |
| Annual return | -3.19% | -8.49%+5.3pp | 572.15%-575.3pp | 1.57%-4.8pp |
| Employer contribution / active EE | $1,860 | $3,553-47.6% | $4,815-61.4% | $2,545-26.9% |
| Participant deferral / active EE | $3,271 | $6,782-51.8% | $7,447-56.1% | $4,238-22.8% |
| Admin fee / account holder | $141 | $685-79.5% | $10,005-98.6% | $593-76.3% |